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Peak Retirement Planning’s Duke Energy DUK Stock Holding History

Peak Retirement Planning’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Sell
1,583
-97
-6% -$12.2K 0.03% 183
2026
Q1 		$220K Buy
+1,680
New +$210K 0.04% 144

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peak Retirement Planning's DUK Position: Q2 2026 in Review

Peak Retirement Planning reduced its Duke Energy (DUK) stake by 5.8% in Q2 2026, selling an estimated $12.2K and leaving 1,583 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #183.

Peak Retirement Planning first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Peak Retirement Planning held 1,583 shares of Duke Energy worth $200K as of Q2 2026.
  • Peak Retirement Planning sold 97 Duke Energy shares in Q2 2026, an estimated $12.2K.
  • Duke Energy made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #183 holding.
  • Peak Retirement Planning first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Peak Retirement Planning's Duke Energy position peaked at $220K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.